SB

SHELTON BDC INCOME FUND | LOANX

Mutual Fund
SCM Trust
Last update 2022-04-23 19 Stocks (0 new)
Value $4.00 Mil Turnover 0 %
Countries:
Top Holdings: ARCC(15.11%)FSK(9.76%)TSLX(8.18%)OCSL(7.34%)HTGC(6.84%)
Summary Stock Picks Current Portfolio
SHELTON BDC INCOME FUND Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ARCC 		Ares Capital Corp
28,061
570.5
0%
15.110
0%
0.010
-3.85%
+2.78%
15,268.5
Asset Management
OBDC 		Owl Rock Capital Corp
27,475
387.9
-20.76%
10.280
-2.51%
0.010
-2.57%
+0.07%
7,517.5
Asset Management
FSK 		FS KKR Capital Corp
16,716
368.4
0%
9.760
0%
0.010
-7.09%
+1.60%
5,976.6
Asset Management
TSLX 		Sixth Street Specialty Lending Inc
13,900
308.7
0%
8.180
0%
0.020
+1.05%
+9.45%
2,138.2
Asset Management
OCSL 		Oaktree Specialty Lending Corp
13,088
277.2
0%
7.340
0%
0.020
-7.44%
-2.59%
1,272.0
Asset Management
HTGC 		Hercules Capital Inc
15,550
258.3
-30.11%
6.840
-2.79%
0.010
-13.79%
-6.83%
3,126.1
Asset Management
MAIN 		Main Street Capital Corp
5,900
242.5
-13.24%
6.420
-0.90%
0.010
-9.09%
-1.81%
4,981.2
Asset Management
BBDC 		Barings BDC Inc
19,300
212.7
-10.65%
5.630
-0.59%
0.020
-10.13%
-1.39%
963.1
Asset Management
GBDC 		Golub Capital BDC Inc
11,350
179.4
-17.45%
4.750
-0.90%
0.010
-2.58%
+2.18%
4,023.8
Asset Management
SAR 		Saratoga Investment Corp
6,100
175.3
0%
4.640
0%
0.050
+1.11%
+8.38%
378.4
Asset Management

SHELTON BDC INCOME FUND's Historical Top Holdings Breakdowns

SHELTON BDC INCOME FUND Total Holding History ($B)

To

SHELTON BDC INCOME FUND's Asset Allocation

To

SHELTON BDC INCOME FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SHELTON BDC INCOME FUND's Hypothetical Growth since 2021-09-30

SHELTON BDC INCOME FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SHELTON BDC INCOME FUND's Holdings Heat Map

Size field:

SHELTON BDC INCOME FUND's Holdings Bubble Chart

SHELTON BDC INCOME FUND News

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